You can export current configuration data, and save it to be imported back into the system or an alternate environment. For example, a venue can be exported from a staging environment and then it can be easily imported into the production environment.
To export configuration data:
1.Open the area that you want to work with (General Configuration, Event Configuration, Content Management) from the Desktop.
2.Select the tab that you want to work with (payment methods, venue, sites).
The associated Search page appears.
3.Search for and select the configurable item that you want to export.
The applicable Basic page appears.
4.Click the 'More Options' menu (⋮).
5.Select an output type from the 'Extract' dropdown:
Save the report/extract to your local computer or network.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
Once you run the report, follow the Windows prompts to open or save the file.
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Email
Email the report/extract to multiple recipients in multiple formats at once.
a.Email Address: Enter the email address of the recipient.
b.Email Subject / Email Message: Enter a subject and message, respectively.
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Information
When emailing an HTML report links and images will not function.
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c.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to a specified server.
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
d.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display instead, allowing you to verify the URL
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Print the report/extract to a local or network printer.
a.Printer: Select a printer.
b.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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View the report/extract on screen.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to an FTP site with secured/encrypted delivery (SFTP).
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display instead, allowing you to verify the URL.
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6.Click 'Execute'.
The data can now be used with the Utilities - Data Management|Install page. For more information, refer to Importing Configurations.
Extract Formats
While selecting a extract output, you can also choose the extract's format:
•AVDOC: Formats the extract as a PDF (portable document format).
•CSV: Formats the extract as comma separated values (CSV). This allows you to view the extract in programs like Microsoft Excel.
•HTML: Formats the extract as hypertext markup language (HTML), the standard markup language for creating websites and applications.
•application/JSON: Formats the extract as JavaScript. This allows you to more easily consume extract data for dashboards, data warehouses or other sites or system functions.